Create and update a Workflow trigger

Once the workflow is configured, it is necessary to set the event that will trigger the workflow, configuring a Workflow trigger.

How to configure a Workflow trigger

Procedure:

Go to Settings > Workflow.
Go to the Workflow triggers page and create a new workflow trigger by clicking on Add trigger at the top right of the table.
Fill in these fields:

Field	Description
Workflow name	Select the previously created workflow from the dropdown menu.
Involved actor	Select: Current license, to activate the workflow for the current license; External license, to let one or more external licenses (suppliers or customers) execute the workflow based on the chosen filter.
Event	Select the event that will trigger the workflow. Available events: Set new status Authorized release Kanban consumption Card added to a worklist Card added to document Orders imported
Filter	Select from the dropdown menu a filter previously created in the KanbanBOX board. The workflow will be applied only to the kanban cards that belong to the selected filter.
Status	Select Active or Disabled whether you want to activate or disable the workflow trigger.

Procedure:

Go to Settings > Workflow.
Go to the Workflow triggers page and search for the trigger to edit: on the corresponding row, click on Edit workflow trigger.
Edit the workflow trigger according to your needs.
Click on Save.

Procedure:

Go to Settings > Workflow.
Go to the Workflow triggers page and search for the trigger to delete: on the corresponding row, click on Delete row.
Click on Confirm to delete the workflow trigger.